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Morningstar

Artisan Global Opportunities Inv ARTRX

Morningstar Analyst Rating
Analyst rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 28.44  /  1.08 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 37%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis ARTRX

Will ARTRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARTRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ARTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ARTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strong all-Around

Senior Analyst

Summary

| by Jack Shannon

Artisan Global Opportunities’ well-defined, consistently executed process is overseen by a skilled and experienced leadership team. It earns a Morningstar Analyst Rating of Bronze across each share class.

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